HGI Capital Management’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-264,334
| Closed | -$3.85M | – | 32 |
|
|
2025
Q1 | $3.85M | Sell |
264,334
-159,406
| -38% | -$2.32M | 4.81% | 10 |
|
|
2024
Q4 | $6M | Buy |
423,740
+114,788
| +37% | +$1.63M | 6.18% | 4 |
|
|
2024
Q3 | $4.18M | Buy |
308,952
+165,225
| +115% | +$2.24M | 3.65% | 11 |
|
|
2024
Q2 | $1.91M | Sell |
143,727
-19,354
| -12% | -$258K | 1.8% | 19 |
|
|
2024
Q1 | $2.05M | Buy |
163,081
+122,007
| +297% | +$1.53M | 2.21% | 18 |
|
|
2023
Q4 | $505K | Buy |
+41,074
| New | +$505K | 0.57% | 30 |
|